GOODHAVEN CAPITAL MANAGEMENT, LLC Information

4940 SW 83RD STREET, MIAMI, Florida, 33143, (305) 677-7650

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 1
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 547

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 13.63%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.25%
Energy 9.72%
Financial 20.4%
Healthcare
Services 12.65%
Technology 36.64%
Transportation 0.7%
Utilities

29 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BLACKBERRY LTD COM -3,012 Sold Out 0
REPUBLIC SVCS INC COM -7,728 Sold Out 0
GOOGLE INC CL C 12,851 -658 (4.87) 21,595
GOOGLE INC CL A 13,067 -669 (4.87) 21,595
PROSHARES TR ULTSHT FTSE EURO 1,276 New 23,750
WHITE MTNS INS GROUP LTD COM 26,544 3,705 16.22 42,950
SEACOR HOLDINGS INC COM 3,824 -1,937 (33.62) 48,100
ALLEGHANY CORP DEL COM 22,225 2,957 15.35 51,477
LANDS END INC NEW COM 3,458 138 4.15 91,832
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,281 353 18.34 122,624
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,753 308 12.61 168,337
BERKSHIRE HATHAWAY INC DEL CL B NEW 22,175 -34 (0.15) 172,863
DEVON ENERGY CORP NEW COM 14,728 New 191,250
SEARS HLDGS CORP COM 11,784 469 4.15 305,292
HARBINGER GROUP INC COM 4,169 New 350,000
GOLDCORP INC NEW COM 10,660 354 3.43 381,400
SPECTRUM BRANDS HLDGS INC COM 37,697 -17,745 (32.01) 450,327
FEDERATED INVS INC PA CL B 15,317 New 509,730
OCWEN FINL CORP COM NEW 19,795 19,795 New 554,800
SYSTEMAX INC COM 8,934 New 641,352